Crossbridge Capital has carefully selected the leading financial services and technology providers to bring CONNECT to you.
On the CONNECT platform, clients’ assets and funds will be held in custody with BNY Mellon’s Pershing LLC . Pershing offers U.S. tax reporting as part of its suite of services. This will allow Crossbridge Capital to cater to under-served U.S. expatriate investors living in Singapore, in addition to other accredited expatriates and Singaporean investors.
Morningstar Investment Management Asia Ltd is a leading provider of independent investment research in Asia. They offer an extensive line of products and services for professional and institutional investors, financial advisers and asset managers. Morningstar provides its investment advice to Crossbridge including model portfolios, market commentary and performance reporting on the model portfolios.
Julius Baer is the leading Swiss private banking group, with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. Julius Baer’s total client assets amounted to CHF 397 billion at the end of June 2016, including CHF 311 billion of assets under management. Bank Julius Baer & Co. Ltd., the renowned Swiss private bank with origins dating back to 1890, is the principal operating company of Julius Baer Group Ltd., whose shares are listed on the SIX Swiss Exchange (ticker symbol: BAER) and are included in the Swiss Market Index (SMI), comprising the 20 largest and most liquid Swiss stocks.
CONNECT is part of the Crossbridge Capital Group, an established global wealth management company whose experienced team of investment professionals manage money every day for ultra-high net worth clients from regulated offices in London, Singapore and Monaco. The same team brings you CONNECT to help you maximise your investment returns in a tailored, easy to use and transparent way.